Americas Best TAMPS 2024 - 8

2024 AMERICA'S BEST TAMPS
s the disruptions of the last few
years keep receding in the rear
view, it's increasingly clear that
a lot of the operational choices advisors
made to weather crisis are here to stay.
Like it or not, people just aren't going
back to the old world. And you can see
it in the way assets and accounts keep
flowing from legacy channels into a few
outsourced wealth platforms . . . and not
the other direction.
A
RANK
1
2
3
4
5
6
7
8
9
10
% GROWTH
2020-2024
TAMP
1,571% SMARTX ADVISORY SOLUTIONS
1,425%
600%
404%
366%
344%
321%
239%
233%
172%
GEOWEALTH
AXXCESS WEALTH MANAGEMENT
ORION
ENVESTNET
ADHESION WEALTH
BROOKSTONE CAPITAL
MANAGEMENT
USA FINANCIAL EXCHANGE
DYNAMIC ADVISOR
SOLUTIONS
ASSETMARK
We have been saying it for ages.
Here's the evidence. In the first year
since the pandemic and the boomand-bust
market shocks that followed,
advisors are finally getting a chance to
catch their breath and let something
more than existential desperation
call the shots. Dominant TAMPs are
growing a lot faster than the industry
as a whole.
TM
Top TAMPs for Growth: Where the AUM Is Moving
This is organic growth. Once an advisor
embraces a TAMP-powered approach,
they don't go back. After all, the world
isn't getting any calmer, but we're all
getting older. Very few advisors want
to go through anything like the last few
years without plenty of institutional-grade
support. For the advisors coming up
now, this is just how the world works:
the new status quo. But don't take our
word for it. Look at these numbers.
GROWTH RATE 2020-2024
(ANNUALIZED)
SMARTX ADVISORY
SOLUTIONS
GEOWEALTH
AXXCESS
WEALTH
314%
285%
120%
ORION 81%
ENVESTNET 73%
ADHESION
WEALTH
BROOKSTONE
CAPITAL
MANAGEMENT
USA FINANCIAL
EXCHANGE
DYNAMIC ADVISOR
SOLUTIONS
48%
47%
ASSETMARK 34%
69%
64%
8
Americas Best TAMPS 2024

Table of Contents for the Digital Edition of Americas Best TAMPS 2024
